See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,978 | $49,280-2.6% | $67,313-28.7% | $64,186-25.3% |
| Participation rate | 57.4% | 60.8%-3.4pp | 69.1%-11.7pp | 69.6%-12.2pp |
| Annual return | -6.61% | -1.39%-5.2pp | -4.08%-2.5pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,019 | $1,668-38.9% | $2,566-60.3% | $2,381-57.2% |
| Participant deferral / active EE | $2,659 | $2,484+7.0% | $3,568-25.5% | $3,470-23.4% |
| Admin fee / account holder | $686 | $3,863-82.2% | $4,507-84.8% | $4,888-86.0% |